Will you be 60, 61, 62, or 63 in 2025? Are you still employed and contributing to your company retirement plan? Then start planning now for the added contribution you may make starting in 2025. You may be aware that under current law, employees…

How our world can change overnight! Unless you have been backpacking in the wilderness, on a retreat, or have given up social media, tv, cable, radio, and newspapers, you must have heard or read about the disasters that struck the financial industry last week…

Did you know that every March is National Women’s History Month? Its honorary observance was designated by Congress in 1987. The month is dedicated to honor the contributions and achievements of women to our country…

Do you expect to be the beneficiary of an IRA or retirement plan? Maybe you are in the process of a review of your IRA or retirement plan beneficiaries and want to make good decisions based on current legislation. The rules changed with both the 2019 SECURE Act…

When I am driving, I like to listen to the radio and, if I am alone, that is the one place that I feel safe singing along. (If you can call what I do singing!) I belt out the words at the top of my lungs! I am embarrassed to say that I frequently misquote the actual lyrics…

Just before the end of 2022, the SECURE 2.0 Act of 2022 was signed into law as part of the Consolidated Appropriations Act of 2023. One of the changes included in the Act delays the age for required minimum distributions from IRAs…

Don’t think about it, just give me your first reaction when you read, “How do you feel about money?” Feel is the important word! Do you feel scared, remorseful, angry, sad, or hurt? Or perhaps you feel elated, joyful, proud, appreciative, or giving?

This is the time of year when we are focused on giving. I put together my holiday gift list over a month ago. It is mostly the same as last year but with a few variations. Of course, my immediate family is always included plus a few “out-laws…

As you prepare to celebrate Thanksgiving, what is on your “Things for which to be Thankful” list? Maybe it is food on the table, a roof over your head, or family and friends who love and support you. Maybe it is the ability to shop in stores…